Circle Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Circle Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$38.09 - $43.0 $276,152 - $311,750	-7,250 Closed	0 $0
Q4 2020 Feb 18, 2021	SELL	$32.7 - $38.56 $105,457 - $124,356	-3,225 Reduced 30.79%	7,250 $280,000
Q2 2020 Aug 14, 2020	SELL	$28.67 - $37.21 $6.89 Million - $8.95 Million	-240,441 Reduced 95.83%	10,475 $351,000
Q1 2020 May 15, 2020	BUY	$25.96 - $42.08 $6.51 Million - $10.6 Million	250,916 New	250,916 $7.56 Million

163

11M

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